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For engineers: create client folders and report templates

For engineers: create client folders and report templates

Engineering leaves client folders and monthly reports empty, delaying onboarding and initial reporting. This creates the client folder and copies a report template so operations begin onboarding with organized files.

For engineers: create client folders and report templates

Overview

Unprepared client folders create onboarding friction and risk missed reporting deliverables. This workflow ensures every new customer gets a ready-to-use folder and a copied monthly report template, eliminating manual setup and letting operations start onboarding with organized documents.

Notable Features

  • Create client folder on new customer
  • Copy monthly report template per client
  • Add folder link to customer record

For engineers: create client folders and report templates